Set Up and Manage Profiles

Introduction

Your members will have access to their profile through Community. With GrowthZone integration, contact information, including their name, company, and email address, will automatically be passed to your Community. 

Setting Up Profile Tag Types within Admin

Before navigating to the Profile Page, be sure to create the Tag Types and tags you would like your members to use on their Profile to encourage engagement and networking on your Community Platform. To learn how to create Tag Types and tags, and connect them to the Profile Page, please refer to this article: Tag Types and Directory Filters.

Navigate to Profile

1. Click your avatar in the upper right-hand corner of the software. 

2. Choose Profile.

   

On the Profile tab, you can configure a banner for the profile, add your photo, enter About Information, etc.

Add a Banner Image

1. On the profile page, locate the Banner Image section.

2. Select the area to upload an image or drag and drop an image file.

   • Acceptable file types: 'png', 'jpg', 'jpeg', 'bmp'.

Add a Profile Image

1. Locate the Profile Image section below the banner image.

2. Select the area to upload an image or drag and drop an image file.

   • Acceptable file types: 'png', 'jpg', 'jpeg', 'bmp'.

Add About Information

1. Locate the About section.

2. Enter the information about yourself (Character limit: 1024).

   

Add Experience Information

1. Locate the Experience section.

2. Select the + icon to add a new section.

3. Fill in the following fields for each experience entry:

   • Job Title: Character limit 128

   • Company: Character limit 128

   • Start Date: Character limit 32

   • End Date: Character limit 32

   • Description: Character limit 1024

4. Select the Save icon to save changes, or use the X icon to cancel.

   

Add Education Information

1. Locate the Education section.

2. Select the + icon to add a new section.

3. Fill in the following fields for each education entry:

   • School Name: Character limit 256

   • Degree: Character limit 128

   • Field of Study: Character limit 128

   • Start Date: Character limit 32

   • End Date: Character limit 32

4. Select the Save icon to save changes, or use the X icon to cancel.

   

Tags within Profile:

Add Tags

1. Locate the Tag Type sections. These Tag Type Widgets were added within the Profile Tab under Layout on the Admin Page. (See Setting Up Profile Tag Types within Admin section above)
   

    

2. Click the Edit Icon to the right of the section.
   

    

3. Add or remove tags as needed.
   

    

4. Select the Save icon to save changes, or use the X icon to cancel.

5. Repeat these steps with all Tag Type sections.

The Final Results: